VNA
IBM icon

Valley National Advisers’s IBM IBM Stock Holding History

Valley National Advisers’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
3,613
-3
-0.1% -$756 0.11% 136
2026
Q1 		$876K Buy
3,616
+102
+3% +$27.6K 0.11% 143
2025
Q4 		$1.04M Sell
3,514
-12
-0.3% -$3.59K 0.14% 132
2025
Q3 		$994K Sell
3,526
-169
-5% -$44.2K 0.15% 129
2025
Q2 		$1.09M Buy
3,695
+219
+6% +$56.4K 0.18% 126
2025
Q1 		$864K Sell
3,476
-127
-4% -$31.1K 0.16% 134
2024
Q4 		$792K Sell
3,603
-10,248
-74% -$2.28M 0.14% 136
2024
Q3 		$3.06M Sell
13,851
-543
-4% -$106K 0.55% 41
2024
Q2 		$2.49M Buy
14,394
+11,122
+340% +$1.93M 0.37% 62
2024
Q1 		$624K Buy
3,272
+118
+4% +$21.5K 0.09% 147
2023
Q4 		$515K Buy
3,154
+514
+19% +$77.7K 0.08% 159
2023
Q3 		$370K Buy
2,640
+375
+17% +$53.4K 0.06% 190
2023
Q2 		$304K Sell
2,265
-134
-6% -$17.3K 0.05% 214
2023
Q1 		$301K Sell
2,399
-885
-27% -$118K 0.05% 211
2022
Q4 		$477K Buy
3,284
+12
+0.4% +$1.66K 0.09% 173
2022
Q3 		$402K Buy
3,272
+331
+11% +$43.4K 0.08% 184
2022
Q2 		$414K Sell
2,941
-249
-8% -$33.6K 0.09% 170
2022
Q1 		$415K Buy
3,190
+492
+18% +$64.2K 0.08% 178
2021
Q4 		$361K Sell
2,698
-648
-19% -$81.3K 0.07% 185
2021
Q3 		$445K Sell
3,346
-151
-4% -$20.2K 0.08% 163
2021
Q2 		$490K Sell
3,497
-3
-0.1% -$410 0.09% 153
2021
Q1 		$446K Buy
3,500
+29
+0.8% +$3.47K 0.09% 158
2020
Q4 		$418K Buy
3,471
+8
+0.2% +$925 0.09% 145
2020
Q3 		$403K Sell
3,463
-51
-1% -$6K 0.09% 137
2020
Q2 		$406K Sell
3,514
-186
-5% -$21.6K 0.09% 126
2020
Q1 		$392K Buy
3,700
+1
+0% +$126 0.11% 122
2019
Q4 		$474K Sell
3,699
-103
-3% -$13.4K 0.12% 126
2019
Q3 		$529K Sell
3,802
-86
-2% -$11.6K 0.15% 112
2019
Q2 		$513K Buy
3,888
+177
+5% +$23.3K 0.14% 114
2019
Q1 		$501K Sell
3,711
-9
-0.2% -$1.15K 0.14% 113
2018
Q4 		$404K Sell
3,720
-355
-9% -$42.6K 0.13% 120
2018
Q3 		$589K Buy
4,075
+749
+23% +$105K 0.2% 100
2018
Q2 		$444K Sell
3,326
-185
-5% -$25.8K 0.17% 114
2018
Q1 		$515K Sell
3,511
-24
-0.7% -$3.63K 0.19% 99
2017
Q4 		$519K Sell
3,535
-68
-2% -$9.89K 0.18% 98
2017
Q3 		$500K Buy
3,603
+146
+4% +$20.3K 0.17% 93
2017
Q2 		$508K Buy
3,457
+6
+0.2% +$905 0.18% 88
2017
Q1 		$574K Sell
3,451
-54
-2% -$9.05K 0.22% 82
2016
Q4 		$556K Sell
3,505
-191
-5% -$29.1K 0.26% 87
2016
Q3 		$561K Buy
3,696
+195
+6% +$29.6K 0.29% 89
2016
Q2 		$508K Buy
3,501
+5
+0.1% +$716 0.26% 94
2016
Q1 		$506K Buy
3,496
+24
+0.7% +$3.07K 0.27% 93
2015
Q4 		$457K Sell
3,472
-1,391
-29% -$187K 0.27% 90
2015
Q3 		$674K Buy
4,863
+551
+13% +$81.4K 0.41% 72
2015
Q2 		$671K Buy
4,312
+1,027
+31% +$165K 0.38% 75
2015
Q1 		$504K Buy
3,285
+251
+8% +$38.1K 0.3% 87
2014
Q4 		$544K Buy
+3,034
New +$483K 0.41% 62

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Valley National Advisers's IBM Position: Q2 2026 in Review

Valley National Advisers reduced its IBM (IBM) stake by 0.08% in Q2 2026, selling an estimated $756 and leaving 3,613 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #136.

Valley National Advisers first reported a position in IBM in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.06M in Q3 2024. 1,810 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Valley National Advisers held 3,613 shares of IBM worth $1.02M as of Q2 2026.
  • Valley National Advisers sold 3 IBM shares in Q2 2026, an estimated $756.
  • IBM made up 0.11% of Valley National Advisers's portfolio in Q2 2026, its #136 holding.
  • Valley National Advisers first reported a position in IBM in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's IBM position peaked at $3.06M in Q3 2024.
  • 1,810 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.